International Business Machines Corporation $IBM Position Raised by Federated Hermes Inc.

Federated Hermes Inc. grew its position in shares of International Business Machines Corporation (NYSE:IBM) by 24.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 136,323 shares of the technology company’s stock after acquiring an additional 26,510 shares during the quarter. Federated Hermes Inc.’s holdings in International Business Machines were worth $38,465,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of the company. Vanguard Group Inc. increased its stake in shares of International Business Machines by 2.1% in the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after purchasing an additional 1,913,708 shares during the period. State Street Corp grew its holdings in International Business Machines by 0.3% in the 2nd quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock worth $16,076,406,000 after buying an additional 147,721 shares in the last quarter. Geode Capital Management LLC increased its position in International Business Machines by 1.9% in the 2nd quarter. Geode Capital Management LLC now owns 21,936,235 shares of the technology company’s stock valued at $6,444,527,000 after acquiring an additional 400,131 shares during the period. Legal & General Group Plc raised its stake in International Business Machines by 3.4% during the 2nd quarter. Legal & General Group Plc now owns 7,126,503 shares of the technology company’s stock valued at $2,100,751,000 after acquiring an additional 234,318 shares in the last quarter. Finally, Norges Bank acquired a new position in International Business Machines during the 2nd quarter worth $2,011,122,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

Trending Headlines about International Business Machines

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: Q4 beat and upbeat 2026 outlook: IBM reported stronger-than-expected Q4 results (EPS $4.52; revenue $19.69B) and raised its revenue outlook for 2026 (management expects >5% revenue growth and higher free cash flow). Those results and guidance are being cited as the core reason investors are buying the stock. IBM beats fourth-quarter estimates, forecasts 5% revenue growth in 2026
• Positive Sentiment: AI and software momentum: Management said AI-related revenue topped ~$12.5B and software and infrastructure businesses showed double‑digit growth — driving margins, free cash flow, and investor confidence in IBM’s AI strategy. IBM Q4 Earnings Surpass Estimates on Strong Cloud and AI Momentum
• Positive Sentiment: Analyst upgrades and higher price targets: Several firms reacted positively — Evercore raised its target to $345 (outperform), Bank of America reiterated a buy with $340, and RBC highlighted IBM as a defensive AI play — adding buying pressure. Analyst price-target coverage
• Positive Sentiment: Strategic M&A — Confluent acquisition: IBM announced an ~$11B deal for Confluent to bolster real‑time data streaming and AI deployment, which investors view as accelerating IBM’s AI platform capabilities. Cloud Stocks: Analysis Of IBM’s Confluent Acquisition
• Neutral Sentiment: Dividend maintained: IBM declared a quarterly dividend of $1.68 per share (ex-dividend Feb 10), supporting income investors but not a growth catalyst. Dividend announcement / press release
• Neutral Sentiment: Small mixed analyst moves: JPMorgan nudged its target to $317 but kept a neutral rating — a modest endorsement that contrasts with higher targets from others and tempers upside expectations. JPMorgan price target update
• Negative Sentiment: Risks and skeptics: Some commentary (e.g., Seeking Alpha) points to execution risks, Red Hat headwinds previously noted by analysts, and concerns about integration/price of the Confluent deal — factors that could pressure the stock if results or synergies miss expectations. IBM: Limping Into 2026

International Business Machines Trading Up 4.9%

Shares of NYSE:IBM opened at $308.67 on Friday. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.89 and a current ratio of 0.93. The stock has a market capitalization of $288.53 billion, a price-to-earnings ratio of 27.68, a PEG ratio of 2.85 and a beta of 0.70. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The company has a 50 day moving average price of $302.67 and a 200 day moving average price of $282.98.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The company had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a return on equity of 39.96% and a net margin of 15.69%.The company’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.92 EPS. On average, research analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be paid a $1.68 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.2%. International Business Machines’s dividend payout ratio (DPR) is currently 80.38%.

Analysts Set New Price Targets

A number of brokerages recently weighed in on IBM. JPMorgan Chase & Co. lifted their price objective on shares of International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a research note on Thursday. BMO Capital Markets reissued a “market perform” rating and set a $350.00 target price on shares of International Business Machines in a research note on Thursday. Erste Group Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating in a research note on Friday, December 5th. Stifel Nicolaus raised their price objective on shares of International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Royal Bank Of Canada set a $361.00 target price on International Business Machines in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $327.93.

International Business Machines Company Profile

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.